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Distance Only Essex, CT
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Frank Abel (CRD# 4288358) is an Investment Advisor Representative working at Commonwealth Financial Network in Essex, CT and has over 23 years of experience in the finance industry.
Stephen Bates (CRD# 2373075) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 20 years of experience in the finance industry.
Linda Brophy (CRD# 5592935) is an Investment Advisor Representative working at Edward Jones in Essex, CT and has over 15 years of experience in the finance industry.
Charles Crilly (CRD# 3130116) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Essex, CT and has over 25 years of experience in the finance industry.
Charles Cumello (CRD# 2120572) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 33 years of experience in the finance industry.
Dave Delfino (CRD# 5785723) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 13 years of experience in the finance industry. Dave Delfino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Donaldson (CRD# 1155413) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 40 years of experience in the finance industry.
David Ferrucci (CRD# 2256660) is an Investment Advisor Representative working at Commonwealth Financial Network in Essex, CT and has over 26 years of experience in the finance industry.
Paul Ferrucci (CRD# 2256659) is an Investment Advisor Representative working at Commonwealth Financial Network in Essex, CT and has over 29 years of experience in the finance industry.
Frank Flores (CRD# 1180556) is an Investment Advisor Representative working at Sound Planning And Investments, LLC in Essex, CT and has over 32 years of experience in the finance industry. Frank Flores has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.